Trive Yat\u0131r\u0131m analizinde, ABD Ba\u015fkan\u0131 Donald Trump\u2019\u0131n \u0130ran\u2019a y\u00f6nelik g\u00f6r\u00fc\u015fme teklifini \u201cnihai f\u0131rsat\u201d olarak nitelendirmesine kar\u015f\u0131n Tahran y\u00f6netiminin do\u011frudan m\u00fczakereleri reddetti\u011fi aktar\u0131ld\u0131. Umman arac\u0131l\u0131\u011f\u0131yla y\u00fcr\u00fct\u00fclen temaslarda H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019nda ge\u00e7ici bir rota konusunda ilerleme sa\u011fland\u0131\u011f\u0131, ancak bo\u011faz\u0131n tamamen a\u00e7\u0131lmas\u0131na ili\u015fkin somut bir taahh\u00fct bulunmad\u0131\u011f\u0131 belirtilen analizde, bu durumun petrol ve s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz ta\u015f\u0131mac\u0131l\u0131\u011f\u0131 a\u00e7\u0131s\u0131ndan temel risk unsuru olmaya devam etti\u011fi kaydedildi.<\/p>\n
Analizde, ABD\u2019de imalat sekt\u00f6r\u00fcn\u00fcn temmuz ay\u0131nda 55,6 seviyesine y\u00fckselerek May\u0131s 2022\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fc\u011f\u00fc, istihdam\u0131n ise Eyl\u00fcl 2023\u2019ten sonra ilk kez art\u0131\u015f kaydetti\u011fi belirtildi. G\u00fc\u00e7l\u00fc verilerin Fed\u2019in yak\u0131n vadede faiz indirimi alan\u0131n\u0131 daraltabilece\u011fi ifade edilirken, New York Fed Ba\u015fkan\u0131 John Williams\u2019\u0131n mevcut faiz seviyesinin enflasyonu y\u00fczde 2 hedefine indirmek i\u00e7in yeterince k\u0131s\u0131tlay\u0131c\u0131 oldu\u011funu de\u011ferlendirdi\u011fi aktar\u0131ld\u0131.<\/p>\n
UBS\u2019nin de\u011ferlendirmesine de yer verilen analizde, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n daha kapal\u0131 ileti\u015fim tarz\u0131n\u0131n piyasalarda \u00f6ng\u00f6r\u00fclebilirli\u011fi azaltabilece\u011fi ve \u00f6zellikle uzun vadeli tahvillerde oynakl\u0131\u011f\u0131 art\u0131rabilece\u011fi ifade edildi.<\/p>\n
Ticaret politikalar\u0131na ili\u015fkin b\u00f6l\u00fcmde ise ABD\u2019de 25 eyaletin y\u00fczde 10 ila y\u00fczde 12,5 aral\u0131\u011f\u0131ndaki yeni g\u00fcmr\u00fck tarifelerinin iptali i\u00e7in dava a\u00e7t\u0131\u011f\u0131 belirtilirken, hukuki s\u00fcrecin uzamas\u0131n\u0131n \u015firketlerin maliyet ve yat\u0131r\u0131m planlar\u0131 \u00fczerinde bask\u0131 olu\u015fturabilece\u011fi de\u011ferlendirildi. Morgan Stanley\u2019in ise alt\u0131nda son d\u00f6nemdeki geri \u00e7ekilmeye ra\u011fmen orta vadeli y\u00fckseli\u015f beklentisini korudu\u011fu, toparlanman\u0131n zamanlamas\u0131nda Fed politikas\u0131 ile dolar\u0131n y\u00f6n\u00fcn\u00fcn belirleyici olaca\u011f\u0131 ifade edildi.<\/p>\n
T\u00fcrkiye ekonomisine ili\u015fkin de\u011ferlendirmede ise temmuz ay\u0131nda t\u00fcketici fiyat endeksinin ayl\u0131k y\u00fczde 1,78 ile beklentilerin alt\u0131nda ger\u00e7ekle\u015fti\u011fi, y\u0131ll\u0131k enflasyonun y\u00fczde 31,75\u2019e geriledi\u011fi belirtildi. Analizde, \u00e7ekirdek enflasyon ve hizmet fiyatlar\u0131ndaki kat\u0131l\u0131\u011f\u0131n dezenflasyon s\u00fcrecinin hen\u00fcz tamamlanmad\u0131\u011f\u0131n\u0131 g\u00f6sterdi\u011fi kaydedildi.<\/p>\n
Deutsche Bank\u2019\u0131n 2026 y\u0131l sonu enflasyon tahminini y\u00fczde 30\u2019a y\u00fckseltti\u011fine dikkat \u00e7ekilen analizde, T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n faiz indirimlerine eyl\u00fcl ay\u0131nda ba\u015flayarak y\u0131l sonunda politika faizini y\u00fczde 36 seviyesine \u00e7ekmesinin beklendi\u011fi ifade edildi. Bankan\u0131n T\u00fcrk tahvillerine y\u00f6nelik tavsiyesini ise \u201cg\u00fc\u00e7l\u00fc a\u011f\u0131rl\u0131k art\u0131r\u201d seviyesine y\u00fckseltti\u011fi aktar\u0131ld\u0131.<\/p>\n
Analizin teknik de\u011ferlendirme b\u00f6l\u00fcm\u00fcnde, EUR\/USD paritesinde 1,1476 seviyesi \u00fczerinde kal\u0131nd\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadeli pozitif g\u00f6r\u00fcn\u00fcm\u00fcn korunaca\u011f\u0131 belirtildi. Ons alt\u0131nda 4.060 seviyesi \u00fczerindeki seyrin y\u00fckseli\u015fi destekledi\u011fi, Brent petrolde ise 85,70 seviyesinin alt\u0131nda kal\u0131nd\u0131\u011f\u0131 s\u00fcrece k\u0131sa vadeli g\u00f6r\u00fcn\u00fcm\u00fcn negatif oldu\u011fu ifade edildi. Nasdaq 100 vadeli endeksinde ise 28.450 seviyesinin \u00fczerinde kal\u0131nd\u0131k\u00e7a y\u00fckseli\u015f e\u011filiminin devam edebilece\u011fi de\u011ferlendirildi.<\/p>\n
<\/strong> \u0130stanbul, 4 A\u011fustos (Hibya)- Trive Yat\u0131r\u0131m analizinde, ABD-\u0130ran hatt\u0131ndaki diplomasi trafi\u011fi, ABD\u2019den gelen g\u00fc\u00e7l\u00fc makroekonomik veriler ve T\u00fcrkiye\u2019deki enflasyon g\u00f6r\u00fcn\u00fcm\u00fcn\u00fcn k\u00fcresel piyasalarda fiyatlamalar\u0131 etkilemeye devam etti\u011fi belirtildi. Analizde, jeopolitik risklerin Fed\u2019in faiz patikas\u0131na ili\u015fkin beklentilerle birlikte piyasalarda oynakl\u0131\u011f\u0131 art\u0131rd\u0131\u011f\u0131 ifade edildi.<\/p>\n","protected":false},"author":1,"featured_media":126408,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-126407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126407","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=126407"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/126407\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/126408"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=126407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=126407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=126407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"